Migrating to the Policy Rule-Based Framework (v1.5)

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User onboarding & device registration

• The first user to log into the mobile app is approved automatically and becomes active right away.
• For every subsequent user, after they setup and login, we create a device-registration request. An admin simply approves that request for the user to become active.

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What changed at a glance

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1) Vaults

• templateId is no longer required — remove it from your createVault payload.
• To add a vault to vault groups, pass the new vaultGroupIds param (array of group IDs from the UI).
• Vault creation now needs approval — do it as 2 separate calls, then poll for wallets: // 2. Approve the change request await apiClient.createVaultApproval(vault);

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2) Contacts

• To add a contact to contact groups, pass the contactGroupIds param on create.
• Contact creation needs approval — 2 separate calls:
  const contact = await apiClient.createContact({ name, address, chain, assetList, contactGroupIds });
  await apiClient.createContactApproval(contact);
  
• To update the contact groups on an already-created contact:
  const contact = await apiClient.updateContact({ id, contactGroupIds });
  await apiClient.createContactApproval(contact);
  

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3) Transactions

• Create a transfer:
  const txn = await apiClient.createTransferTransaction({ source, destination, amount, asset, chain });
  
• After creation the transaction is PENDING; approve it:
  await apiClient.approveChangeRequest({ entityId: txn.id, action: ApprovalAction.APPROVE });
  

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4) Webhook structure

{
  "event": "TRANSACTION_STATUS_CHANGED",
  "version": "2.0.0",
  "eventId": "<uuid>",
  "data": {
    "transaction": {
      "id": "<uuid>",
      "orgId": "<uuid>",
      "orgEntityId": "<uuid>",
      "vaultId": "<uuid>",
      "toAddress": "<address>",
      "status": "COMPLETED",
      "blockChain": "ETHEREUM",
      "txHash": "<hash>",
      "asset": "ETH",
      "amount": "0.0001",
      "amountInUSD": "3",
      "transactionType": "OUTGOING",
      "category": "TRANSFER",
      "fees": {
        "amount": "0.001",
        "asset": "ETH"
      },
      "operations": [
        {
          "source": {},
          "destination": {},
          "balanceChanges": { "changes": [] },
          "sequence": 1,
          "type": "TRANSFER",
          "status": "COMPLETED"
        }
      ]
    }
  }
}

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Migration checklist